Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: Should I Invest in My Friend’s Real Estate Deal?

2.   Our quote this week is from Warren Buffett’s final shareholder letter. [Link to full shareholder letter here: https://www.berkshirehathaway.com/news/nov1025.pdf)

3.   Do you think Mamdani’s winning NYC mayoral race will kill the city's title as the financial capital of the world

4.   I have enough money to retire. My question is not how to aggressively grow my money (since that’s unnecessary), rather how do I maintain and preserve it?

5.   I'd like to open IRAs for my kids. Are there any restrictions on how much I can put in for them?

6.   What's the difference between backwardation and contango?

7.   What's a safe amount to invest in my own company's stock? The culture here is to invest a significant amount, but what do you think as it relates to one’s overall finances?

8.   Timely & Actionable Idea: Year-end investment Dos and Don’ts

***UPCOMING LIVE FALL WEBINAR: On TUESDAY, December 4th @ 8:30am featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management based in New York. Jonathan will be speaking on “The Final Countdown: 2025 Last Minute Wealth Planning Ideas.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_f2_IMFSYT-uaUyW9-uGM_A***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.  

Today, we are joined by Avi Z. Kestenbaum , Esq. LL.M, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP. Avi will be discussing “Business and Real Estate Succession Planning.”

By way of background, Business and real estate succession planning is among the most complex areas of estate planning, often leading to family conflict and failed transitions. Studies show these breakdowns stem less from taxes and more from emotional and operational challenges. Owners must navigate family dynamics, outside partners, and the difficulty of dividing or managing assets across generations. This webinar explores why most businesses and real estate ventures don’t survive long-term—and how modern planning tools, psychological insights, and case studies can help professionals support their clients in preserving legacy and success.

***UPCOMING LIVE WEBINAR: On Tuesday, November 25th @ 8:30am on the topic of “Legal Protections for Vulnerable Young Adults: Promoting Independence While Providing Safeguards” featuring Amy C. O’Hara, Esq., CELA, Partner, Littman Krooks LLP based in Westchester, NY. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_ZGyNBcXKR--QKNAs62MOGw***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: 3 Mistakes Investors Make When Interest Rates Fall–and How to Avoid Them

2.   Our quote this week is from Eugene Fama on soap

3.   Are you afraid about the deflationary damage caused by AI over the next decade?

4.   I saw online that I should use a Roth IRA instead of an emergency fund for tax reasons. Does this make sense?

5.   Succinctly, what is the value of using a financial advisor?

6.   Do you think the classic 60/40 portfolio is dead?

7.   What are your thoughts on Tony Robbins book “The Holy Grail of Investing?” He seems to make some compelling points.

8.   Timely & Actionable Idea: Voicing disapproval through stock ownership.

***UPCOMING LIVE FALL WEBINAR: On Thursday, November 13th @ 8:30am featuring Avi Z. Kestenbaum a Partner at the law firm Meltzer, Lippe, based in Long Island, NY. Avi will be speaking on “Business and Real Estate Succession Planning.”

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_X8J53OMLRAORVRWpCMzVDg***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.  

Today, we are joined by Andrew Katzenberg, Partner, ArentFox Schiff LLP. Andy will be discussing “State Income Taxation Of Trusts.”

By way of background, As the estate exemption has risen, practitioners have had to shift their focus to income tax savings technique. One of these is the exempt resident trust that are not subject to state level income taxation. This week’s show will discuss the various state requirements and constitutional parameters that surround this structure. Additionally, discussion will be had around the practical considerations as to whether such a trust is right for your client.

***UPCOMING LIVE WEBINAR: On Thursday, November 13th @ 8:30am on the topic of “Business and Real Estate Succession Planning” featuring Avi Z. Kestenbaum, Esq. LL.M., Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP from Long Island, NY. I’ve included the registration information in the show notes to this episode. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_X8J53OMLRAORVRWpCMzVDg***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: The Great Flood & Managing Risk

2.   Our quote this week is from Mother Teresa on staying true to your values

3.   Why not increase taxes on the wealthiest Americans and invest in working class families to lower costs for ordinary Americans

4.   My spouse and I share the same values about money. The challenge is that we both spend too much, have credit card debt, and are susceptible to keeping up with the Joneses. How do we adopt more healthy financial values?

5.   I’m 70 years old and have 2 million in IRAs? Should I convert 200k a year to Roth IRAs? I was told that may be a smart decision.

6.   Should I refinance my mortgage and use that infusion of capital to invest?

7.   Instead of taking all my income, someone suggested that I have 30% go to my Family foundation to save taxes. Only stipulation is that I need to pay 5% out every year to charity. What are your thoughts on this strategy?

8.   Timely & Actionable Idea: Expressing your values through proper philanthropic planning.

***UPCOMING LIVE FALL WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.  

Today, we are joined by Jack Elder, Esq. LL.M, Head of Advanced Planning at Kestra Insurance Planning. Jack will be discussing “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know.”

By way of background, this program will cover buy-sell agreements and the key lessons from the Connelly case. We’ll explore how properly structured buy-sell arrangements can protect business continuity, mitigate tax risks, and ensure a smooth transition of ownership. The discussion will highlight the Connelly case’s impact on business valuation and estate planning, emphasizing the potential tax pitfalls of poorly designed agreements. Whether you’re an advisor or a business owner, this session will provide critical insights to help you navigate these complexities with confidence.

***UPCOMING LIVE WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: Retirement Planning Considerations Beyond Your Portfolio

2.   Our quote this week is from Charlie Munger on simplicity.    

3.   I’ve been told that holding a 2x or 3x leveraged fund doesn’t compound the way most investors would expect. Why note?

4.   I'm 39 and make about a million a year. I’m short on cash, but most of my assets are in real estate and race horses? I have a very small amount in my 401k and brokerage, which are liquid. Should I take money from my 401k, brokerage, or take out a HELOC?

5.   What are your thoughts on investing in private assets in publicly traded ETFs?

6.   I received a $2 million one time payout. Am I set for life or do I still need to work?

7.   Do you ever have a family meeting about your finances?

8.   Timely & Actionable Idea: Preserving multigenerational family values

***UPCOMING LIVE FALL WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: The Reason You Can’t Get Ahead Financially: Your Friends!

2.   Our quote this week is from Andrew Carnegie on the importance of observing peoples actions.    

3.   What are your thoughts on this movement to put private equity into 401k?

4.   What’s your honest assessment on Trump's performance as president strictly as it relates to business and the economy?

5.   During tax season this year I was hit with a major tax bill. What can I do to mitigate this large tax bill and Is my frustration with my financial advisor justified since he triggered this tax consequence?

6.   Should I use passive ETF investments for Emerging Market exposure or active strategies?

7.   Are you worried that you will run out of ideas for your articles, webinars, and podcasts?

8.   Timely & Actionable Idea: Investing in based on religious values values

***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

1.   Talking points: Limitations with contributing to multiple employer retirement accounts          

2.   Our quote this week is from Albert Einstein about positivity.

3.   Any takeaways on Warren Buffett’s retirement announcement this year?

4.   How can I forecast my tax liability in retirement?

5.   Managing a large upcoming tax liability

6.   I have spread my investments across 7 different real estate syndications, 3 private credit deals, and 4 private equity funds. Is there anything you would recommend to my existing portfolio to keep it more diversified without sacrificing return?

7.   Why don’t you do hourly consulting work?

8.   Vanguard has a financial advisor program. It’s super cheap. Why not use that instead of going to a financial advisor elsewhere?

9.   I have the opportunity to invest $360 is talit cubby at my shul for convenience OR I can die $360 (in today's dollars) richer. What to do?

10. What's the best way to save for my kids' wedding? Assuming I will need 150k for my portion of the chossana, how do you go about doing that?

11. Timely & Actionable Idea: Investing in regions of the world that promote democracy and Western values

***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.  

Today, we are joined by Bruce D. Steiner, Esq. LL.M. Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will be discussing “Snowbird Domicile and Choice Of Law.”

By way of background, this timely discussion will cover a comparison of state estate and inheritances taxes and how to plan for them. Topics include:

- How to establish domicile in another state, including key domicile cases.

- State income taxation, including tax rates and when an individual is taxable and effect on Roth conversions.

- Income taxation of estates and trusts.

- Probate in different states.

- Executors’ and trustees’ commissions.

- Differences in state laws governing trusts and choice of law for trusts.

- Comparison of elective share, community property, homestead, creditor protection, powers of attorney in selected states.

***UPCOMING LIVE WEBINAR: on Thursday, October 16th @ 8:30am (New York time) featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales, Comprehensive Brokerage Services. Jack will be speaking on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know.” Register here: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.